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Copper: Capital Chasing Scarcity
Copper is increasingly being treated less like a traditional base metal and more like a strategic infrastructure commodity, and the financial deal landscape reflects that shift. The current copper investment cycle is being shaped by three major forces: mega-merger logic, IPO and spin-off monetization strategies, and a surge in fundraising tied to critical minerals policy support. Consolidation: Copper as the Anchor for Major Mining Portfolios The market has increasingly focus
Feb 9


Nickel Market Outlook and Key Drivers (2026)
The global nickel market has entered a new phase in 2026, shaped less by traditional supply scarcity and more by geopolitical strategy, policy-driven trade flows, and financial speculation. Once considered a classic industrial metal tied closely to stainless steel production, nickel has increasingly become a strategic commodity due to its role in electric vehicle (EV) batteries and the broader critical minerals supply chain. The nickel’s recent market volatility is not random
Feb 9
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